Quantum Computing Investment Opportunities Are Expanding
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 7 hours ago
0mins
Should l Buy NVDA?
Source: Yahoo Finance
- Massive Market Potential: McKinsey & Company estimates that the quantum computing market could reach $72 billion annually by 2035, highlighting significant investment potential over the next decade, thus attracting long-term investors' interest.
- Strong Performance of Leading Firms: IonQ reported a 429% year-over-year revenue increase in its latest quarter while holding the record for the world's most accurate quantum computer, which not only enhances its market position but also instills confidence in investors regarding its future performance.
- Intensifying Technological Competition: IonQ and D-Wave Quantum are taking different approaches in the quantum computing space, with IonQ focusing on ion trapping technology and D-Wave opting for quantum annealing, showcasing their respective competitive advantages in solving optimization problems.
- Portfolio Allocation Advice: Investors are advised to allocate 1% to 3% of their portfolios to quantum computing, as the risks are high but the potential rewards are enormous, especially in the context of AI and quantum computing convergence, where future returns could be substantial.
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Analyst Views on NVDA
Wall Street analysts forecast NVDA stock price to rise
41 Analyst Rating
39 Buy
1 Hold
1 Sell
Strong Buy
Current: 171.240
Low
200.00
Averages
264.97
High
352.00
Current: 171.240
Low
200.00
Averages
264.97
High
352.00
About NVDA
NVIDIA Corporation is a full-stack computing infrastructure company. The Company is engaged in accelerated computing to help solve the challenging computational problems. The Company’s segments include Compute & Networking and Graphics. The Compute & Networking segment includes its Data Center accelerated computing platforms and artificial intelligence (AI) solutions and software; networking; automotive platforms and autonomous and electric vehicle solutions; Jetson for robotics and other embedded platforms, and DGX Cloud computing services. The Graphics segment includes GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, and solutions for gaming platforms; Quadro/NVIDIA RTX GPUs for enterprise workstation graphics; virtual GPU software for cloud-based visual and virtual computing; automotive platforms for infotainment systems, and Omniverse Enterprise software for building and operating industrial AI and digital twin applications.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Revenue Projections: Wall Street analysts expect Nvidia to add another $110 billion in sales next fiscal year, which, combined with the current $480 billion projection, could lead to total revenues of $600 billion, further solidifying its market position.
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- Surge in Oil Prices: West Texas Intermediate crude oil prices have surged from $57 on January 2 to $93, even exceeding $100 at times, increasing consumer energy expenditure pressure and potentially suppressing spending in other areas.
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- Surging Oil Prices Impact: As of the recording date, West Texas Intermediate crude oil prices have reached $93 per barrel, a significant increase from $57 on January 2, which may force consumers to cut back on other expenditures due to rising energy costs, affecting overall economic activity.
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